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How Stocks Generate Profits for Investors: The stock market is a marketplace where publicly traded companies’ stocks are bought and sold. When a company’s stock is traded on the stock market, the company is essentially selling a small ownership stake... Read More →

The Secure Act 2.0 would also make significant changes to 401(k) plans, which are a popular type of retirement savings plan offered by many employers. Here are a few key provisions of the act related to 401(k) plans: The act... Read More →

Starting your investment journey can feel exciting, but also overwhelming. For many professionals across Mandeville, Baton Rouge, Lafayette, and New Orleans, investing is the first major step toward long-term financial independence. But when you’re just getting started, it’s easy to... Read More →

Warren Buffet is widely considered one of the greatest investors of all time, and his success can be attributed in part to his use of filters to identify profitable investment opportunities. Buffet has four key filters that he uses to... Read More →

The traditional practice of picking individual stocks is losing its appeal (similar to the decline of Mutual Funds), especially for professionals in Louisiana seeking reliable wealth management and financial planning strategies. The Decline of Stockpicking Historically, selecting individual stocks was... Read More →

In Louisiana, many professionals are evaluating their investment strategies to ensure they align with long-term financial goals. While mutual funds have traditionally been a popular choice, recent trends suggest that alternative investment vehicles may offer more consistent performance and lower... Read More →

5 years ago, I wrote to a friend who asked me about Bitcoin. I think the last 5 years has strongly reinforced my thinking here, what do you think?

You know that you need to be doing something more with your finances, but you’re not sure exactly what. It’s definitely not ideal to have your money parked in a checking or savings account losing to inflation day after day,... Read More →

If you’re looking for a reliable way to earn interest on your savings, bonds are an excellent option. Unlike traditional savings accounts, bonds offer a fixed rate of return that’s currently higher than what you can earn from a bank.... Read More →